A detailed history of Liberty One Investment Management, LLC transactions in So Fi Technologies, Inc. stock. As of the latest transaction made, Liberty One Investment Management, LLC holds 2,066 shares of SOFI stock, worth $13,367. This represents 0.0% of its overall portfolio holdings.

Number of Shares
2,066
Previous 1,972 4.77%
Holding current value
$13,367
Previous $19,000 21.05%
% of portfolio
0.0%
Previous 0.0%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 30, 2024

BUY
$6.92 - $9.65 $650 - $907
94 Added 4.77%
2,066 $15,000
Q4 2023

Jan 26, 2024

BUY
$6.62 - $10.32 $4,329 - $6,749
654 Added 49.62%
1,972 $19,000
Q3 2023

Nov 03, 2023

BUY
$7.4 - $11.45 $984 - $1,522
133 Added 11.22%
1,318 $10,000
Q1 2023

May 15, 2023

BUY
$4.5 - $7.72 $5,332 - $9,148
1,185 New
1,185 $7,000
Q2 2022

Aug 01, 2022

SELL
$5.25 - $9.77 $677 - $1,260
-129 Closed
0 $0
Q1 2022

May 03, 2022

BUY
$7.93 - $15.68 $1,022 - $2,022
129 New
129 $1,000

Others Institutions Holding SOFI

About SoFi Technologies, Inc.


  • Ticker SOFI
  • Exchange NASDAQ
  • Sector Financial Services
  • Industry Credit Services
  • Shares Outstandng 799,630,016
  • Market Cap $5.17B
  • Description
  • SoFi Technologies, Inc. provides digital financial services. It operates through three segments: Lending, Technology Platform, and Financial Services. The company's lending and financial services and products allows its members to borrow, save, spend, invest, and protect their money. It offers student loans; personal loans for debt consolidation...
More about SOFI
Track This Portfolio

Track Liberty One Investment Management, LLC Portfolio

Follow Liberty One Investment Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Liberty One Investment Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Liberty One Investment Management, LLC with notifications on news.